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BHA

Beech Hill Advisors Portfolio holdings

AUM $226M
1-Year Est. Return 37.59%
This Fund
S&P 500
This Quarter Est. Return
+24.34%
1 Year Est. Return
+37.59%
3 Year Est. Return
+105.11%
5 Year Est. Return
+125.07%
10 Year Est. Return
+368.22%
AUM
$226M
AUM Growth
+$26.5M
Cap. Flow
-$1.74M
Cap. Flow %
-0.77%
Top 10 Hldgs %
28.78%
Holding
99
New
5
Increased
35
Reduced
43
Closed
2

Top Buys

Rank Stock Value
1
SNOW icon
Snowflake
SNOW
+$1.36M
2
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.2M
3
TTD icon
Trade Desk
TTD
+$803K
4
PEG icon
Public Service Enterprise Group
PEG
+$752K
5
LMT icon
Lockheed Martin
LMT
+$737K

Top Sells

Rank Stock Value
1
MU icon
Micron Technology
MU
+$3.33M
2
GEHC icon
GE HealthCare
GEHC
+$1.19M
3
QCOM icon
Qualcomm
QCOM
+$1.16M
4
AMD icon
Advanced Micro Devices
AMD
+$858K
5
FSLR icon
First Solar
FSLR
+$775K

Sector Composition

Rank Sector Weight
1 Technology 26.92%
2 Healthcare 13.08%
3 Miscellaneous 11.35%
4 Consumer Discretionary 10.01%
5 Communication Services 9.1%

No holdings matched the selected filter criteria.

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Beech Hill Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Beech Hill Advisors held 99 positions worth $226M, up 13% from $200M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Beech Hill Advisors's Q2 2026 filing shows 5 new, 35 increased, 43 reduced and 2 closed positions. Its largest new stake was Regeneron Pharmaceuticals: 1,768 shares worth $1.1M. The largest sale was Micron Technology, an estimated $3.33M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 24% a quarter earlier, followed by Healthcare and Miscellaneous.

  • Beech Hill Advisors's largest Q2 2026 buy was Regeneron Pharmaceuticals: 1,768 shares worth $1.1M.
  • Beech Hill Advisors added most to Snowflake in Q2 2026, an estimated $1.36M increase.
  • Beech Hill Advisors's biggest Q2 2026 reduction was Micron Technology, cutting an estimated $3.33M.
  • Beech Hill Advisors fully exited Qualcomm in Q2 2026, selling an estimated $1.16M.
  • Beech Hill Advisors's ten largest holdings make up 29% of its $226M portfolio in Q2 2026.
  • Beech Hill Advisors opened 5 new positions and closed 2 in Q2 2026.
  • Beech Hill Advisors's portfolio value rose 13% quarter-over-quarter to $226M.

Based on Beech Hill Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.